Q: How to add Quotify to your theme

Follow our step-by-step interactive guides: ${frame}<a href="https://app.supademo.com/embed/clt8lazc20ejy12ldptizz93z">Enable App Embed - Interactive Demo</a> ${frame}<a href="https://app.supademo.com/embed/clt8kom1e0dvg12ldcjvov1cy">Add Request Quote button - Interactive Demo</a> Or watch our video where you will learn how to use the theme editor and add the "Request quote" and "Show quote cart" buttons to your product pages. ${youtube}<a href="nJKw8saDqU4">How to add Quotify to your theme</a>

Question 1

How to add Quotify to your theme

Accepted Answer

Follow our step-by-step interactive guides:

${frame}Enable App Embed - Interactive Demo

${frame}Add Request Quote button - Interactive Demo

Or watch our video where you will learn how to use the theme editor and add the "Request quote" and "Show quote cart" buttons to your product pages.

${youtube}How to add Quotify to your theme

Question 2

How can I manually add the request a quote button anywhere or install on an older theme?

Accepted Answer

If your theme is not compatible with the Shopify theme builder you can still add the "Request Quote" button by manually adding a code snippet.

Go to Online Store -> Themes and edit the code for the theme that you are using:

Edit Theme Code

Next, look for the Snippets folder, expand it, and click Add a new snippet and create a new snippet named quotify-button:

Add a new snippet

Now, copy and paste the following code into the code editor:

```html {% liquid assign quotifyenabled = shop.metafields.quotify.enabled assign quotifyshopsecret = shop.metafields.quotify.shopsecret assign quotifyshopid = shop.metafields.quotify.shopid assign quotifyhidecart = shop.metafields.quotify.hideaddtocart assign quotifyhideprice = shop.metafields.quotify.hideprice assign quotifyloggedincustomersonly = shop.metafields.quotify.loggedincustomeronly assign quotifymarketselection = shop.metafields.quotify.marketselection.value assign quotifyproductincollection = 0

assign quotify_show = 0

# Show button for all products if no selection is active
if shop.metafields.quotify.mode != 'selection'
    assign quotify_show = 1
endif

if shop.metafields.quotify.mode == 'selection'
    for collection in product.collections

Question 3

How can I track events in Google Analytics?

Accepted Answer

If you want to track events in Google Analytics, you can use our integration. Open Quotify and visit Settings > Customization. Next enter your Google Analytics ID.

Next, you see all the events sent by Quotify:

| Event | Description | | --- | --- | | quotify:opened | When the widget is opened | | quotify:closed | When the widget is closed | | quotify:submitted | When a quote request is submitted | | quotify:page-changed | When a user switches between steps | | quotify:product-added | When a product is added to the quote request | | quotify:product-deleted | When a product is deleted from the quote request | | quotify:product-updated | When an existing product quantity is updated |

The tracking is implemented using window.addEventListener to listen for custom events and then uses Google Analytics (through the gtag function) to track these interactions. Here's a detailed explanation of each event and action:

`quotify:opened`

Event Description: This event is triggered when the quotify form is opened by the user. This could be when a user starts a new quote or edits an existing one.

window.addEventListener('quotify:opened', event => {
    gtag('event', 'quotify', {
        action: 'form-opened'
    });
});

`quotify:closed`

Event Description: This event fires when the quotify form is closed by the user. This could happen if the user decides to exit the quoting process before submission.

```javascript window.addEventListener('quot

Question 4

How can I pre-fill fields with existing customer data?

Accepted Answer

| This feature requires a Pro subscription

You might want to save your customers some time by having fields pre-filled based on their existing account information. Quotify makes this very easy and it only takes a few minutes to configure.

Open the Quotify app and click Form. Next, edit the fieldset that contains the field you want to pre-fill.

Edit field set

Next, click the edit icon:

Edit field

From the dropdown field, choose which information should be filled automatically when a customer opens the Quotify form.

Set customer data

Click Save and you are all set.

Question 5

How can I enable Quotify for specific products?

Accepted Answer

In some situations you might only want to show the "Request Quote" button for specific products. To get started open the Quotify app and navigate to Settings.

First, enable the Product Selection mode:

Product Selection

Click either Add product or Add collection depending on your use case:

|| Quotify doesn't support dynamic collections

Next, choose your products and/or collections and click Add:

Add product

Question 6

How can I convert my cart into a quote request?

Accepted Answer

To turn your regular shop cart into a quote request you can add the "Request quote" button to your cart template. Quotify will automatically create a new quote request based on the items in your cart.

Go to Sales Channels -> Online Store -> Themes and click Customize. Next choose the Cart Template:

Cart Template

Next, add the Button block to your theme:

Add button block to cart template

The "Request Quote" button will turn your cart into a quote request:

Turn cart into quote request

If you want to manually trigger this action you can use the following snippet:

<button
    data-shop="{{ shop.metafields.quotify.shop_id }}"
    data-quotify-convert-cart
    >
    Request Quote
</button>

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